Similar to Google Calendar is the Microsoft Calendar which helps Microsoft users manage their day to day activities effectively and adds up to their productivity. Salesmate adds to it by letting you synchronize the activities created in it with Microsoft calendar or vice versa.
Enabling this integration will sync all your future events to the Microsoft Calendar. Salesmate lets you sync :
- Microsoft Exchange Calendar
- Office 365 Calendar
How to add your Microsoft Calendar (Connecting your Microsoft account)?
- Navigate to the Profile Icon on the top right corner
- Click on "Go to my account".
- head over to Connected Accounts
- Click on New Account. Select Office365/MS Exchange.
- Sign in to your relevant Microsoft account
- Enter your password.
- On successful authentication, the account will be listed under Connected Account(S).
How to set up your Microsoft Calendar?
- Once you have added your account, this account will be listed under My Account > Calendar Sync > Connect Account
- Select the account you want to sync
- Select the respective calendar that you wish to sync (in case of multiple calendars in an account)
- Select the type of google calendar activity you wish to see under Salesmate.
- Select the type of Activities to sync and set the notifications for them
- Select the way the calendar will sync
- Sync all events between Calendar and Salesmate
- Only sync events added from Salesmate
- Hit Update to start the Calendar sync
How to set up notifications for your Microsoft Calendar?
As you configure your calendar you will be able to set the notifications for each event type
- Under the Activities to Sync heading in My Account > Calendar Sync
- Each activity has a notification setting
- This setting allows you to set notifications
- Hit the notification button beside the activity type to set the notification
- You can choose to receive notifications as Email
How to stop Calendar sync?
- Go to My Account > Calendar Sync
- You will see the calendar currently in sync
- Hit the Stop Sync button to stop the sync
How to remove your Microsoft Calendar?
To remove your calendar to sync you will have to first stop the calendar sync
- Go to My Account > Connected accounts > Delete
- Hit the delete link for the account you wish to remove
Note: Deleting this account will also remove it for email sending. Thus if you only wish to discontinue syncing the calendar, only stop the calendar sync and select the account you wish to sync.
How to Reauthorize your account?
It may happen that you changed your account password. In this, the sync will stop.
- To resume sync you will need to Reauthorize your account
- Go to My Account > Connect Account
- Hit Reauthorize before the account that you wish to reauthorize
- Reauthorize will prompt you to sign in and grant permissions to the respective account again